Smith Douglas Homes

SDHC

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$29.0m

Combined value at quarter end

Last quarter

2 bought

0 sold or trimmed

Price at Q2 ’26 end

$15.54

+21.4% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-32.1%Q4 ’24

-23.9%Q1 ’25

-0.5%Q2 ’25

-9.1%Q3 ’25

-5.0%Q4 ’25

-23.7%Q1 ’26

+21.4%Q2 ’26

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23

0Q1 ’24

0Q2 ’24

1Q3 ’24

1Q4 ’24

1Q1 ’25

2Q2 ’25

3Q3 ’25

3Q4 ’25

3Q1 ’26

3Q2 ’26

0Q3 ’26

Counts the managers on this site whose 13F for that quarter includes Smith Douglas Homes.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Smith Douglas Homes

Conifer Management	3.7%$22.3m	$22.3m	Unchanged	5 qtrs
First Eagle Investment Management	0.0%$6.3m	$6.3m	Added +5.1%	8 qtrs
Ruane, Cunniff & Goldfarb (Sequoia)	0.0%$424k	$424k	Added +88%	4 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works

From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.

Sort by

Insider purchases and sales of Smith Douglas Homes
		Bought or sold				Filing
10 Sep 2026	Bradbury Thomas LDirector	▲ Bought	19,360	$10.31	$200k	Form 4
2 Sep 2026	Bennett Gregory SSee Remarks	▲ Bought	1,000	$11.50	$12k	Form 4
1 Sep 2026	Bennett Gregory SSee Remarks	▲ Bought	1,000	$12.20	$12k	Form 4
25 Aug 2026	Devendorf RussellSee Remarks	▲ Bought	1,000	$12.34	$12k	Form 4
20 Aug 2026	Devendorf RussellSee Remarks	▲ Bought	1,000	$12.68	$13k	Form 4

About the company

Sector: Consumer discretionary · Operative Builders
Incorporated in: Delaware
Financial year ends: 31 December
SEC filings: Annual reports and other filings on EDGAR

Revenue and profit

$765m2023

$975m2024

$971m2025

Smith Douglas Homes revenue and net income by year
Year	Revenue	Net income
2025	$971m	$10.7m
2024	$975m	$16.1m
2023	$765m	–

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.